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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1126
CPWM LLC
Washington
$227K +$210K +598 New
FI
1127
FormulaFolio Investments
Michigan
$226K +$209K +595 New
WCM
1128
Wedge Capital Management
North Carolina
$226K +$209K +596 New
WA
1129
Wealth Architects
California
$225K +$208K +593 New
LSA
1130
Leonteq Securities AG
Switzerland
$224K +$207K +590 New
ADL
1131
Asset Dedication LLC
California
$224K – – –
VAM
1132
Verity Asset Management
North Carolina
$223K +$206K +586 New
VBFP
1133
Valtinson Bruner Financial Planning
Minnesota
$221K +$211K +600 New
W
1134
WealthStone
Ohio
$220K +$204K +580 New
CMA
1135
Cedar Mountain Advisors
Oregon
$218K +$351 +1 +0.2%
CG
1136
Corundum Group
Colorado
$218K +$201K +573 New
PGFC
1137
Peapack-Gladstone Financial Corp
New Jersey
$218K +$201K +573 New
PS
1138
Planned Solutions
California
$217K +$70.2K +200 +54%
PP
1139
Palladium Partners
Virginia
$217K +$200K +570 New
EI
1140
Ellevest Inc
New York
$216K +$66K +188 +49%
BCM
1141
Brookstone Capital Management
Illinois
$216K +$200K +569 New
FCA
1142
FinTrust Capital Advisors
South Carolina
$215K -$33.7K -96 -15%
MA
1143
MJP Associates
Connecticut
$215K +$199K +566 New
JFA
1144
Johanson Financial Advisors
California
$214K +$198K +563 New
MIH
1145
Meitav Investment House
Israel
$213K +$197K +561 New
RIG
1146
RiverFront Investment Group
Virginia
$213K +$197K +561 New
HS
1147
Haafor (Singapore)
Singapore
$212K +$196K +557 New
PAA
1148
Peregrine Asset Advisers
Oregon
$212K +$196K +557 New
VAG
1149
VisionPoint Advisory Group
Texas
$210K -$107K -305 -36%
LF
1150
LifeSteps Financial
California
$210K +$195K +554 New
44 45
46
47 48